+231.7%
HOOD vs MUU
+1,454.8%
-1,223.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +24.2% | -20.2% | -0.5% |
| 7D | -3.2% | -2.5% | -0.7% | -4.2% |
| 30D | -22.6% | -39.7% | +17.2% | -17.1% |
| 3M | -10.4% | -27.4% | +17.0% | -8.5% |
| 6M | +4.7% | -38.4% | +43.1% | -4.6% |
| YTD | -25.2% | +276.4% | -301.7% | -62.8% |
| 1Y | -35.9% | +390.7% | -426.6% | -71.6% |
| All | +231.7% | +1,454.8% | -1,223.1% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling